-19.3%
ARES vs APTV
-39.9%
+20.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.0% | -1.8% |
| 7D | -1.7% | +4.8% | -6.5% | -3.0% |
| 30D | +0.3% | +2.0% | -1.7% | -0.4% |
| 3M | +8.5% | -34.2% | +42.7% | +23.3% |
| 6M | +23.5% | -34.7% | +58.1% | +40.2% |
| YTD | -11.2% | -37.0% | +25.8% | +2.3% |
| 1Y | -19.3% | -40.4% | +21.1% | -6.3% |
| All | -19.3% | -39.9% | +20.6% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded APTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling